FineMark

JANUARY 20, 2023

As a result of a normalization of monetary policy and thus a return to a real cost of capital, there will be a greater dichotomy between winners and losers. As shown in Figure 3, below, quantitative easing rendered active management less effective.

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FineMark

OCTOBER 17, 2023

As always, we appreciate and thank you for your trust in us as the stewards of your capital. If there’s anything we can assist you with, please reach out. We’re always happy to help!

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FineMark

JULY 13, 2023

This scenario would largely impact small-to-medium-sized businesses that rely on regional bank lending for their capital needs. FIGURE 2 Source: Fact Set Figure 3, below, showcases the divergence between the S&P 500® Equal Weight Index and the standard S&P 500® Index, which is weighted based on market capitalization.

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FineMark

JANUARY 17, 2024

As trusted stewards of your capital, we do our best to follow Charlie’s wisdom. The declining cost of capital combined with massive gains in labor productivity (due to technological advancements) resulted in sweeping wealth creation. Volcker, a “falling rate” regime began in 1981, kicking off a multi-decade drop in interest rates.

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